Institutional Ownership Block, Inc. (SQ)
This table provides information about the institutional ownership of Block, Inc. (SQ). We have compiled data on the 1,151 institutions that hold shares in the stock, with a total of 353 Million shares, which have been reported (via 13F filing form) to have a value of $29.2 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
3,189
shares
|
$263,220
0.06% of portfolio
|
Q3 2024
New holding
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
3,177
shares
|
$262,229
0.01% of portfolio
|
Q3 2024
Added 3.93%
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
3,144
shares
|
$259,505
0.0% of portfolio
|
Q3 2024
New holding
|
|
Rmr Wealth Builders
|
Jan 10, 2025 Q4 2024 |
3,140
shares
|
$259,175
0.03% of portfolio
|
Q4 2024
Reduced 12.68%
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
3,128
shares
|
$258,185
0.03% of portfolio
|
Q3 2024
Reduced 48.51%
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,126
shares
|
$258,020
0.0% of portfolio
|
Q3 2024
New holding
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
3,100
shares
|
$255,874
0.0% of portfolio
|
Q1 2024
Reduced 19.27%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
3,079
shares
|
$254,140
0.01% of portfolio
|
Q3 2024
Added 48.6%
|
|
Powell Investment Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
3,063
shares
|
$252,820
0.1% of portfolio
|
Q3 2024
New holding
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
3,062
shares
|
$252,737
0.0% of portfolio
|
Q3 2024
New holding
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
3,048
shares
|
$251,581
0.01% of portfolio
|
Q3 2024
New holding
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
3,039
shares
|
$250,839
0.01% of portfolio
|
Q3 2024
Reduced 18.33%
|
|
Calton & Associates, Inc.
|
Oct 21, 2024 Q3 2024 |
3,036
shares
|
$250,591
0.08% of portfolio
|
Q3 2024
Reduced 80.07%
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
3,027
shares
|
$249,848
0.01% of portfolio
|
Q3 2024
Reduced 47.68%
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
3,012
shares
|
$248,610
0.03% of portfolio
|
Q3 2024
Reduced 5.04%
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
3,005
shares
|
$248,032
0.03% of portfolio
|
Q3 2024
New holding
|
|
Caz Investments LP
Houston, TX |
Nov 13, 2024 Q3 2024 |
3,000
shares
|
$247,620
0.13% of portfolio
|
Q3 2024
Added 100.0%
|
|
Fairfield, Bush & Co.
Darien, CT |
Nov 12, 2024 Q3 2024 |
2,990
shares
|
$246,794
0.12% of portfolio
|
Q3 2024
New holding
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
2,990
shares
|
$246,794
0.06% of portfolio
|
Q1 2024
Reduced 1.64%
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
2,937
shares
|
$242,419
0.19% of portfolio
|
Q1 2023
New holding
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
2,920
shares
|
$241,016
0.02% of portfolio
|
Q4 2023
Added 1.39%
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
2,884
shares
|
$238,045
0.01% of portfolio
|
Q3 2024
Reduced 11.78%
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,851
shares
|
$235,321
0.01% of portfolio
|
Q3 2022
New holding
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
2,841
shares
|
$234,496
0.0% of portfolio
|
Q3 2024
Added 7.45%
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
2,753
shares
|
$227,232
0.17% of portfolio
|
Q4 2023
New holding
|